← All themes

SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
5651	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$206K	$0	1	0.12%	Maintained
5652	FRM Foundation Resource Management Little Rock, Arkansas	$204K	+$200K	1	0.03%	New
5653	FI Fractal Investments Glastonbury, Connecticut	$202K	+$202K	1	0.05%	New
5654	EA Evolution Advisers Richmond, Virginia	$197K	+$2.64K	5	0.15%	Increased
5655	NHFG New Harbor Financial Group Worcester, Massachusetts	$193K	-$21.6K	1	0.08%	Reduced
5656	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$189K	$0	2	0.24%	Maintained
5657	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$181K	-$109K	3	0.1%	Reduced
5658	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$180K	+$14.9K	6	0.1%	Increased
5659	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$175K	$0	3	0.16%	Maintained
5660	CCM Cutler Capital Management Worcester, Massachusetts	$161K	+$240	1	0.07%	Increased
5661	PLU Performa Ltd (US) Charleston, South Carolina	$158K	+$27.3K	9	0.09%	Increased
5662	GG Gleason Group Prospect, Kentucky	$154K	-$281K	3	0.05%	Reduced
5663	LIA Luken Investment Analytics Brentwood, Tennessee	$149K	+$146K	4	0.1%	New
5664	CTC (Chicago Trading Company) Chicago, Illinois	$133K	+$32.3K	4	0.1%	Increased
5665	JCP Jennifer C. Price	$133K	$0	1	0.03%	Maintained
5666	PS PayPay Securities Tokyo, Japan	$114K	+$112K	11	7.62%	New
5667	SI Schusterman Interests Tulsa, Oklahoma	$113K	$0	1	0.24%	Maintained
5668	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$109K	-$4.28K	13	0.04%	Reduced
5669	WA Win Advisors Palm Beach Gardens, Florida	$79.3K	-$176K	3	0.03%	Reduced
5670	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$69.1K	+$102K	1	0.1%	New
5671	MG MilWealth Group Milwaukee, Wisconsin	$67.9K	$0	2	0.03%	Maintained
5672	RFS Retirement Financial Solutions Knoxville, Tennessee	$59.2K	+$59.5K	7	0.05%	New
5673	DCM Disciplina Capital Management Nashville, Tennessee	$56.9K	$0	2	0.02%	Maintained
5674	LPC Lion Point Capital New York	$48K	$0	2	0.01%	Maintained
5675	CFG CNO Financial Group Carmel, Indiana	$42.8K	$0	1	0.07%	Maintained